Best Financial Advisors in Norwalk, CT

The highest-rated Financial Planning & Wealth Management companies out of 122 vetted & reviewed in the Norwalk area.

Francis S. Infurchia & Company

Francis S. Infurchia & Company

(2)
“We have been working Frank and his team for years and love the knowledge that they bring to the table.”
Licensed, BBB Rating: A+
In Business Since 2004
45 East Ave, Norwalk, CT
i
Financial Accounting Fndatn

Financial Accounting Fndatn

“A web portal featuring educational material and videos regarding the benefits of GAAP to public companies, private companies, not-for-profit organizations, and state and local governments.”
In Business Since 2010
801 Main Ave, Norwalk, CT
i
Graham Capital Management

Graham Capital Management

(1)
“This place brings to mind the great teachings of Master Ben Graham!”
In Business Since 1998
40 Highland Ave, Norwalk, CT
i
Rocaton Investment Advisors

Rocaton Investment Advisors

Risk Analysis, Asset Allocation, Alternative Investments
“Hedge funds and other private investment funds (collectively, “Alternative Investments”) are subject to less regulation than other types of pooled investment vehicles such as mutual funds. Alternative Investments may impose significant fees, includin...”
In Business Since 2002
20 Glover Ave, Norwalk, CT
i
Integral Capital Market

Integral Capital Market

“We offer two distinct but complementary services; Financial Planning and Investment Management. Some of our clients work with us in one area exclusively, but many utilize our services in both areas for seamless, comprehensive, independent financial p...”
111 East Ave suite 101, Norwalk, CT
i
GE Commercial Finance

GE Commercial Finance

“We are aligned with GE's industrial businesses to bring customers cutting edge financial solutions to build, move, power and cure the world.”
In Business Since 1995
901 Main Ave, Norwalk, CT
i
THB Asset Management

THB Asset Management

“Founded in 1982, THB Asset Management manages niche equity strategies and employs a flexible, innovative approach to investing. We understand the markets in which we invest and how to translate raw data into opportunities others may overlook. Our tea...”
In Business Since 1995
101 Merritt 7 2nd floor, Norwalk, CT
i
Guidelight Financial

Guidelight Financial

“An advisor may only transact business in a state if first registered. This communication is intended strictly for individuals residing in the following states: CA, CT, DE, FL, GA, ME, MD, MI, NC, NJ, NM, NY, PA, SC, UT, VA. No offers may be made or a...”
In Business Since 2011
50 Washington St 4th Floor, Norwalk, CT
i
Financial Marketing Group

Financial Marketing Group

“Financial Marketing Group, was founded in 1991 with the goal of providing training and marketing support to the financial advisor community. Our mission is to”
In Business Since 2007
47 Water St, Norwalk, CT
i
Advanced Resources

Advanced Resources

In Business Since 2006
83 East Ave Suite 105, Norwalk, CT
i
Kelley Finanical Coaching

Kelley Finanical Coaching

“Having gone through similar experiences, I know getting a hold on your money is key to financial success. By eliminating my debt and building my savings, I felt like I got a raise and a weight was lifted off my shoulders.”
In Business Since 2020
150 Glover Ave, Norwalk, CT
i
Monhegan Partners

Monhegan Partners

“Monhegan Partners, LLC is a private equity investment firm founded by a veteran team of investment and operating professionals who have collaborated repeatedly to acquire and build successful middle market manufacturing, distribution and service busi...”
In Business Since 2010
152 Rowayton Ave, Norwalk, CT
i
First Allied Securities

First Allied Securities

““Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a...”
In Business Since 1997
5 Hill St, Norwalk, CT
i
Bernhardt CPA

Bernhardt CPA

Quicktuneup, IRS Wage Garnishment, Bank Financing
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2016
Serving Norwalk Area
i
Eagle Point Credit Company

Eagle Point Credit Company

“Eagle Point Credit Company, Inc. is a publicly traded closed-end investment company that is registered under the Investment Company Act of 1940. The Company's common shares are publicly traded on the New York Stock Exchange under the symbol “ECC”....”
In Business Since 2014
600 Steamboat Rd Suite 202, Greenwich, CT
i
Alfano & Company

Alfano & Company

(24)
Tax Services, Business Services, Services For Quickbooks
“I moved from Connecticut to Florida three years ago and the personal touch and tax filing messaging are seamless compared to having his office right down the street.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 1999
Serving Norwalk Area
i
Edward C Freer Jr CPA

Edward C Freer Jr CPA

(13)
Tax Services, Business Services, Quickbooks Services
“Fantastic service, always great communications and friendly.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2007
Serving Norwalk Area
i
Gabriel Tax & Accounting Services

Gabriel Tax & Accounting Services

(1)
“From the moment I found this organization for my taxes, they took care of me like I was worth a million instead of being the average individual I am.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2013
1297 Park Ave, Bridgeport, CT
i
Emerald Tide Financial

Emerald Tide Financial

(28)
  • Patient
  • Retirement
  • Understand
“Not only the advisor was very helpful in asset evaluation and selection, but also he was super helpful in moving through the entire application process until contract sign-off.”
In Business Since 2019
Serving Norwalk Area
i
Financial Advisors Diddel & Diddel

Financial Advisors Diddel & Diddel

(18)
Life Insurance, Asset Management, Business Insurance
“I recently started working with Financial Advisors Diddel & Diddel for wealth management services, and I am extremely impressed with their level of expertise and professionalism.”
In Business Since 1998
102 Southfield Ave, Stamford, CT
i
Connecticut Institute Of Finance

Connecticut Institute Of Finance

(2)
Tax Planning, Estate Planning, Coaching
“The entire group is competent, friendly, open, and most importantly, honest!”
Accepts Check, Cash, All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2004
Serving Norwalk Area
i
Woodhouse & Associates

Woodhouse & Associates

(2)
Financial Planning For Individuals, Non-Profit Organizations, Business Accounting
“Great customer service with up to date knowledge.”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2015
1000 Lafayette Blvd Suite 11, Bridgeport, CT
i
Summer Associates Tax Services

Summer Associates Tax Services

(10)
  • Professional
  • Accountant
“Very helpful for business and personal.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2005
48 Union St, Stamford, CT
i
Dimatteo Group Financial Services

Dimatteo Group Financial Services

(20)
  • Team
“They not only know about everything in the business but are also incredibly helpful and genuinely care about helping you and will go through every measure to make sure you succeed.”
Family Business
In Business Since 2008
Serving Norwalk Area
i

Retirement Planning and Investment Management Services in Norwalk, CT Cost Estimates

Minimum cost
$1146
Maximum cost
$9734
National Average
$3436
Avg Per Hour Rates
$344
$2291
$6299
Typical price range is based on 290 cost profiles
Click to copy
Successfully copied!
Average Cost $3436
Minimum cost $1146
Maximum cost $9734
Avg Per Hour Rates $344

Typical range $2291 to $6299 is based on 290 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top